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Robert Netzly

@Inspire Investing, Llc

Latest period2024 - Q4ReportedManaged Assets$893.588MTotal holdings824
Assets growth rate-8.58%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Inspire Investing, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 824 positions.

Assets under management

The assets under management (AUM) of Inspire Investing, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 893.588M in assets, with a quarterly growth rate of -8.58% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Robert Netzly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PHMPulte Group Inc
Recent Activity
Increased 24.87%
0.13%
$1.075M
9,874 shares@ $108.91 avg price
ATRAptargroup Inc
Recent Activity
Increased 282.89%
0.12%
$1.068M
6,800 shares@ $157.1 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 332%
0.12%
$1.06M
4,739 shares@ $223.72 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 40.38%
0.12%
$1.054M
14,242 shares@ $74.04 avg price
ELVElevance Health Inc
Recent Activity
Increased 24.87%
0.12%
$1.048M
2,842 shares@ $368.91 avg price
IBNIcici Bank Limited
Recent Activity
Increased 10.42%
0.12%
$1.035M
34,656 shares@ $29.87 avg price
PBHCPathfinder Bancorp Inc Md
Recent Activity
Increased 16.7%
0.12%
$1.006M
58,960 shares@ $17.07 avg price
ALGAlamo Group Inc
Recent Activity
Increased 8.84%
0.12%
$996,478
5,360 shares@ $185.92 avg price
AXAxos Financial Inc
Recent Activity
Increased 12.33%
0.12%
$993,506
14,223 shares@ $69.86 avg price
PFCPremier Financial Corp
Recent Activity
Increased 5.43%
0.12%
$986,797
38,592 shares@ $25.57 avg price